Click the play button below to listen to a conversation between hedge fund manager and MacroVoices podcast host Erik Townsend and Hedgeye CEO Keith McCullough.
Erik and Keith discussed:
- Outlook on the US Dollar
- Is the reflation trade narrative rolling over
- Bullish outlook on the US markets and the Nasdaq
- Where are bond yields going?
- Are the secular lows in bond yields in?
- Outlook on Europe and the Euro
- Bitcoins and cryptocurrencies
- Outlook on the emerging markets
- Is there more upside in precious metals?
- Outlook on China’s debt and economy
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